Phil earned both his Bachelor of Science in Accountancy and Master of Accountancy from Northern Illinois University before beginning a 15-year career in the accounting and consulting industry, including 12 years with Big Four accounting firms. A Certified Public Accountant (CPA), he also holds his Series 65 and Series 63 securities licenses, bringing a strong foundation in accounting, consulting, and strategic planning to his work with clients.
Drawing on his background in project management, capital markets, and accounting advisory, Phil takes a planning-first approach to financial guidance. He believes finances are deeply personal, and there is no one-size-fits-all solution. By working closely with clients to understand their goals, priorities, and concerns, he develops comprehensive financial strategies that integrate investments, insurance, and long-term planning to help clients achieve greater confidence and peace of mind.
Having experienced firsthand the financial impact that unexpected life events can bring, Phil understands the importance of protecting what matters most. That perspective has reinforced his belief that effective financial planning goes beyond growing wealth—it also includes thoughtful protection strategies that help clients prepare for life's uncertainties.
Known for being humble, patient, caring, and empathetic, Phil prioritizes building trusted relationships and serving as a resource for clients through every stage of life.
Originally from Orland Park, Illinois, Phil spent two years living in New York City before returning to Chicago, where he has built his career. Outside of work, he enjoys reading, exploring Chicago, traveling, frequently visiting New York, and spending time with his nieces and nephews.
Phil is an Investment Adviser Representative of ESI Financial Advisors and is insurance licensed in Illinois. Tax advice and accounting services are offered independently of ESI Financial Advisors.